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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,962 | $54,541-23.1% | $78,778-46.7% | $70,124-40.2% |
| Participation rate | 69.4% | 60.8%+8.6pp | 69.2%+0.2pp | 69.5%-0.2pp |
| Annual return | 20.20% | 21.07%-0.9pp | 35.62%-15.4pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,121 | $1,089+3.0% | $1,986-43.6% | $2,342-52.2% |
| Participant deferral / active EE | $2,020 | $2,210-8.6% | $2,958-31.7% | $3,332-39.4% |
| Admin fee / account holder | $2,281 | $3,709-38.5% | $5,134-55.6% | $4,645-50.9% |